Company and account records
Group multiple contacts under one company or account record.
CRM & Contacts • 02
Every customer and lead in one record instead of scattered across a notebook, a phone, and someone's memory.
A commercial customer with multiple contacts and properties is tracked as a single messy entry.
Group multiple contacts under one company or account record.
Commercial accounts stay organized rather than tangled with residential accounts.
How this fits your business
Nobody uses everything on this list. What gets turned on for you depends on what your business actually needs, and it is covered by a single monthly plan instead of being billed line by line.
This is one piece of the CRM & Contacts suite. If it would fix a real problem in your business, ask and we will talk about turning it on. Everything here connects to the same system, so it works alongside the other tools you already use, not in a separate silo.
Related services in the same suite
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